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ALL ABOUT OPTICS
ALL ABOUT OPTICS
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For hundreds of years we’ve used optics such as binoculars
and spotting scopes to enhance our vision and to see our world
in new and exciting ways. A binocular is essentially a
hand-held double-barreled telescope and a spotting scope is a
shortened, single-barrel telescope. Both are multi-purpose instruments
that expand our own eyes’ abilities to see and are useful for a
number of different activities including (but certainly not limited
to):
- Hunting
- Birdwatching
- General nature observation
- Hiking & camping
- Astronomical observation
- Sporting events & concerts
Although perceived as technical in nature, there are really only a few
things you need to know about binoculars and spotting scopes in order
to make an informed decision and purchase.
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What are binoculars & spotting scopes for?
Binoculars and spotting scopes exist to both magnify and clarify
images viewed through them. They make things look bigger and images
viewed through them are clearer, have finer detail, and have a more
three-dimensional appearance than when seen with the unaided human
eye.
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Chapter 1: Beginning Optics
Basic ideas, general design, function, and features of binoculars
and spotting scopes
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Binocular anatomy
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How do binoculars work?
All binoculars, regardless of their size and shape, function in the
same, straightforward way:
1. Light comes to and moves through the objeective lenses.
2. Light then travels through the prisms (which correct the image
orientation in all directions; up-down, left-right).
3. Finally, light moves through the eyepieces (which magnify the
images) and then on to the user's eyes. |
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What determines image quality?
1. Optical glass - The quality of optical glass that is
used in binoculars will make a difference in how bright, sharp, and
colorful the view will be. Quality binoculars use dense optical glass
that is painstakingly designed, shaped, and polished to eliminate
flaws. The more sophisticated the glass and techniques employed in its
design, the better the images.
2. Anti-reflection coatings - Binocular lenses are
coated with anti-reflection coatings to eliminate internal reflections
and light scattering, reduce glare and produce sharper images with
more detail. The type of coatings and the number of coatings applied
to the binocular lenses matter tremendously to how brilliant and crisp
the view will be.
3. Exit pupil - The exit pupil is the beam of light that
exits each eyepiece of the binocular and enters the users’ eyes. The
larger the exit pupil, the brighter and more superior the image will
appear, especially under low light conditions (when comparing optics
of similar quality). The exit pupil is measured in millimeters, and is
calculated by dividing the objective lens by the magnification. An
8x42 binocular, for example, has a 5.25mm exit pupil (42/8=5.25).
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Binocular Design
Though they may look different on the outside, on the inside binoculars
can only be designed in a few ways:
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| Galilean design |
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Porro prism design |
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Roof prism design |
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Used almost exclusively in opera glasses, the Galilean design
is very primitive and uses only lenses (no prisms).
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Named after their Italian optical designer, Porro prism
binoculars are characterized by the objective lenses being
spaced wider apart than the eyepieces. The design is reversed
in compact binoculars, with the eyepieces spaced wider than
the objectives.
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Named for the "roof-like" appearance of the prisms,
the more modern Roof prism design features a more complicated
design, resulting in the objectives and eyepieces being
positioned in a slim, straight line.
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Porro prism or roof prism? |
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What do the numbers mean?
When you look at a pair of binoculars, you'll notice a few numbers
printed on the binoculars, such as 8x42 (read as 8 by 42), or 12x50.
What do these numbers mean? What do they refer to?
1. Magnification
With a pair of 8x42 binoculars, as in our example, the first number, 8
(often expressed as 8x), refers to the magnification the binoculars
provide, or how many times larger an object will appear. Binoculars
vary in magnification from 4x up to 12x and even higher, but 8x and
10x are most common. Higher magnification is not necessarily better.
As magnification increases, users may have trouble holding the
binoculars steady, causing the image to become blurry. An increase in
magnification will also generally cause a decrease in image brightness
and clarity. 7x / 8x magnification is considered adequate for woodland
settings, while 10x is preferred for viewing at greater distances.
2. Objective lens size
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second number in our example binocular, 42, refers to the diameter of
the objective lens (the lens farthest from your eyes) in millimeters.
Objective lenses vary in size from 15mm to 50mm and beyond. The size
of the objective lens determines how much light the binoculars can
receive and hence how bright and clear the resulting images can be.
The size of the objective lens also affects how large or small a pair
of binoculars will be. Let your needs and desires help you decide what
size objective lenses are right for you. If you use your binoculars
only during the brightest times of day or in well-lit areas, then
smaller objective lenses (say, under 25mm) will do just fine. If,
however, you want the brightest possible image and will be using your
binoculars during near-dark conditions (such as at dawn, dusk, or in
heavy forest cover), you’ll want to choose larger objective lenses,
from 35mm to 56mm. The greatest factor in determining the weight of a
binocular is its objective lens size; the larger the lenses, the
heavier the binoculars will be. Again, let your desires dictate what
weight is comfortable for you. Compact binoculars can weigh between a
few ounces to under a pound, while modern full-size binoculars will
weigh from twenty ounces to around two pounds.
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Field of view
Another important number to know is the is the field of view. The
field of view is the widest dimension from left to right that you can
see when looking through the binoculars. This specification is usually
measured either in linear feet at a distance of 1000 yards, or in
angular degrees. A wider field of view is desirable for many reasons,
including but not limited to: following fast moving action, and when
scanning in denser backgrounds (grasslands, woodlands, etc.). Note
that when magnification is increased, the field of view narrows
(sometimes considerably).
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Other useful specifications
The following specifications and definitions will aid in your
understanding of how binoculars can function best for you and provide
you with the maximum benefit out in the field.
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Eye relief
The term eye relief refers to the furthest distance behind the
binoculars' eyepieces at which the whole field of view can be
attained, and is measured in millimeters.
The eye relief measurement is of great importance to those
that must wear eyeglasses/sunglasses while looking through
binoculars, but is also important to anyone planning to use
binoculars for long stretches of time.
Binoculars with long eye relief will satisfy the above
considerations, and will have an eye relief measurement of at
least 15mm.
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Close focus
The minimum distance to which a pair of binoculars can be focused is
called its close focus. Some users desire binoculars that will focus
down to 10 feet or less.
Weatherproofing
Binoculars that effectively keep out the elements will inevitably last
much longer and keep you satisfied.
Waterproof / fogproof binoculars are sealed with O-rings at all open
points to inhibit moisture, dust and debris. The inside of the
binoculars is then purged of its atmosphere, which is replaced with an
inert gas that has no moisture content. This process, called purging,
ensures that the binoculars will not fog internally from high humidity
or altitude changes. Nitrogen is the most common gas used when purging
optics. A more unique gas, Argon, is utilized in select optics to
provide a higher level of anti-fogging protection that is maintained
over a longer time period.
Warranty
A manufacturer’s included warranty ought to be considered a feature
of the binoculars, especially if you plan to get a lot of use out of
them in the outdoors where anything can and usually does happen. Most
manufacturers offer a warranty limited only to initial defects, which
do not protect you if anything accidental happens in the general
course of using your optics. More progressive warranties keep you
covered in literally any situation, regardless of what happened or who
is at fault.
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Spotting Scope Anatomy
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How do spotting scopes work?
A spotting scope functions essentially the same way a binocular does:
1. Light is gathered and moves through
the objective lens of the scope.
2. Light moves through the prisms (which
correct the image orientation in all directions; up-down, left-right).
3. Light moves through the eyepiece
(which magnifies the image) and then on to the user's eye. |
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Spotting scope specifications
Spotting scopes are essentially small telescopes designed primarily
for land viewing at longer distances. A spotting scope features
greater magnifications and a larger objective lens than those offered
with binoculars, and as such requires a tripod to be used effectively.
The light gathering power of a spotting scope is determined by the
width of the objective lens, typically between 50 and 80 mm. All else
being equal, the larger the objective, the more heavy and expensive
the telescope.
- 50-60 mm spotting scopes are fairly portable and compact and
will offer good image quality for a generally lower price.
- 80 mm spotting scopes will be much brighter than a 60mm scope
but will also generally be heavier and potentially bulkier. An 80mm
scope will deliver very good image quality at up to 60x magnification.
- s potting scopes that are 90mm or higher have enormous
light gathering capability that create a bright and clear picture in
nearly all viewing conditions, including twilight. There are several
spotting scopes with lens diameters over 90x on the market, including
the Yukon 6-100x100 High Power Spotting Scope, which has a dual
channel optical system with a 100mm lens that provides a high quality
image at magnifications ranging from 6x to 100x.
Spotting scopes are often made available in two body styles, a
straight-through design (where the eyepiece is in-line with the
objective lens) and an angled design (where the eyepiece is set at a
45-degree angle). One design is not better than the other, but each
design does offer some distinct advantages.
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| Straight-through design
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Angled design advantages: |
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- Works well with a car window mount;
- Provides a natural line-of-sight.
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- Allows for lower mounting height; improves
stability, enables for smaller, lighter tripod;
- More comfortable for extended times of viewing.
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As with binoculars, there are other specifications (such as eye
relief, weatherproofing, warranty, etc.) that you may want to think
about. Eyeglass wearers should look for scopes with at least 15mm of
eye relief, and for using your equipment in inclement weather, all
Vortex spotting scopes are fully waterproof and fogproof. As with
binoculars, a scope that carries a more progressive warranty, will
offer more piece of mind when out in the field.
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What determines image quality?
Most spotting scopes use a Porro prism design that offers a rich
three-dimensional view with good image quality. Similar to binoculars,
spotting scope image quality is derived from the types of optical
glass and optical coatings that are employed in its design. The better
the glass and optical coatings, the better the image quality.
Some spotting scopes are offered in two different versions of glass; a
“standard” version, and a “high-grade” version. The standard
versions employ regular optical glass in their design, and generally
offer good to very good image quality. The high-grade versions make
use of more exotic (and more expensive) glass types that deliver
heightened resolution and color. Consider the high-grade versions (if
available) if you desire the best possible image in all lighting
conditions.
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Chapter 2: Advanced Optics
In-depth, technical instruction on the design, function, and
features of binoculars and spotting scopes
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Advanced Optical Design
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Binocular and spotting scope optical design is comprised essentially
of three components:
1. Objective lenses
2. Prisms
3. Ocular lenses
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1. Objective Lenses
The objective lens has one job, to gather light and transmit it to the
user's eyes. In order to gather more light, an objective lens must be
made larger. Transmitting more light (which is just a fancy way of
saying “delivering” more of the light to the user's eye) can be
achieved by using a higher density optical glass that is carefully cut
and polished (and also by applying anti-reflective coatings, which are
discussed later). With the relatively small objective lenses in
binoculars, high-quality images can be obtained using standard optical
glass.
High-quality glass types reduce or eliminate the inherent problem of
chromatic aberrations. Chromatic aberrations are the result of a
physical reality of color; different colors move at slightly different
wavelengths, which means they will have slightly different focal
lengths when they pass through optical glass. Chromatic aberrations
diminish the resolution and color fidelity of normal binoculars and
spotting scopes. They show up as green and/or purplish ghost images,
and are especially apparent under low light conditions.
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2. Prisms
The prisms in a binocular or spotting scope have two jobs:
- They revert the image, which would otherwise be presented to the
user upside-down and backwards.
- They shorten binocular length (light bounces in the prisms; its path
is shorter through the whole of the binocular than it would be without
them).
Porro prism or roof prism?
Porro prisms have rich depth and wide field of view and usually employ
large prisms. However, Porros aren't very rugged and many people feel
they handle poorly. Porros are generally heavier than roof prisms due
to the prism size and the use of larger prism housings (the housings
are larger due to the bigger prisms, but also from the optical design
of the binoculars).
Roof prisms can achieve image quality similar to porro prisms, but it
costs more (and involves phase correction coatings, discussed later).
Also, most roof prisms generally can’t replicate the 3-D feel of
good quality Porros. However, roof prisms are generally more popular
because of their ruggedness and superior handling (more streamlined
and lighter weight).
What determines prism quality?
The density of prism glass is important in determining its ability to
deliver high-quality images. Also important is the care taken in
grinding and polishing the prisms. There are two kinds of glass used
to make Porro prisms; boro-silicate (more commonly known as BK-7) and
barium-crown (known as BaK-4) glass. BK-7 glass is of inferior quality
to BaK-4 glass, and is commonly used in the less expensive binoculars.
The type of glass used in roof prisms is of less consequence than with
Porro prisms. Roof prisms involve more complicated engineering and
stricter tolerances on their design - these factors have a greater
determination on quality. Many manufacturers use BaK-4 glass in their
roof prisms, but some manufacturers don't release any information on
the prism glass type used - it's a trade secret.
Determining prism glass type
BK-7 glass prisms transmit a distinctive light beam shape, seen
when you see the exit pupil of a binocular or scope at a distance of
about 8 inches from your eye. BK-7 prisms lose some light as it passes
through the prisms.
BaK-4 prisms (or other more exotic prism types) transmit more
of the light through the prisms, and hence feature exit pupils with a
clearly defined circle.
Phase correction?
Many modern roof prism binoculars advertise “phase-corrected roof
prisms”, but what are those? This special kind of coating corrects
for an inherent flaw in all roof prism designs.
After light passes through the objective lens, it is reflected off the
mirrored surfaces of the roof prism and split into two out-of-phase
beams of light. Light reflected from one roof surface is 1/2 of a
wavelength different from the light hitting the other roof surface.
This is sometimes referred to as “out of phase” or “phase
shift”. Although the light waves are subsequently forced back
together when they reach the viewer's eye, there is a slight reduction
in image resolution and contrast.
The phase correction coating, which is applied to the mirrored
surfaces of the prism, forces the light beams back into phase, thus
improving a roof prism's resolution and contrast. The coating also
enhances color fidelity.
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3. Ocular lenses
The ocular lenses magnify the images that the objective lenses have
transmitted. Ocular lens design incorporates between three-to-six
different lenses, but overall quality is determined mostly by the care
in manufacturing and polishing of the glass and also the quality and
quantity of anti-reflective coatings employed.
Many of the important optical specifications (such as field of view,
eye relief, etc.) are determined primarily by the design of the ocular
lenses.
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Advanced image quality elements
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Exit pupil
The shaft of light that meets your eye when you use a binocular or
scope is its exit pupil. The exit pupil is seen by holding the
binocular or spotting scope a short distance from your face.
The exit pupil should appear as a clear circle surrounded by a
uniformly dark background. Exit pupil is calculated by dividing the
objective lens by the magnification and is measured in millimeters. An
8x42 binocular will have an exit pupil of 5.25mm.
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Why does exit pupil matter? The human eye pupil (which is controlled
by the muscles of the iris) can change in size from roughly 2-8mm in
diameter, depending on the lighting situations. The eye pupil dilates
to about 2-3mm in regular lighting conditions, dilates out to about
4-5mm in lower light situations, and further dilates to 7-8mm in
near-dark conditions. A binocular will appear brightest when its exit
pupil is equal to or larger than your eye pupils. This is most
important when viewing in low-light conditions.
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Optical coatings
When you look at the lenses of a binocular or spotting scope, you'll
notice tints in the glass that are usually purplish/greenish in color.
What you are seeing are the anti-reflective coatings that have been
put on the lenses. These coatings serve to reduce light reflection and
scattering at the air-to-glass surface. When light strikes uncoated
glass, a percentage of it (4-5%) is reflected back from the surface,
and with 10-16 air-to-glass surfaces in a pair of standard binoculars
or a spotting scope, almost 50% of the light passing through uncoated
optics would be lost! By applying just one layer of anti-reflection
coating, loss due to reflection can be reduced to 2-3%, and by
applying multiple layers of coatings, light loss can be reduced to a
mere .5% per surface!
Optical coatings are made from certain metallic compounds (including
the compound Magnesium Fluoride) that are vaporized and applied to the
optical glass in very thin layers (measured in microns; millionths of
a meter) inside a vacuum chamber. The quality and quantity of optical
coatings matters a great deal in determining how bright and sharp a
binocular or spotting scope will be.
There are some standardized terms concerning the level of coatings
applied to binoculars and scopes. With optical coatings, more is
better! With more coatings comes increased resolution, contrast, color
fidelity, and increased light transmission.
- Fully coated optics: all air-to-glass surfaces are coated
with an anti-reflective coating film. Many modestlypriced binoculars
offer fully coated optics and have good but not great image quality.
- Multi-coated optics: one or more surfaces are coated with
multiple anti-reflective coating films. Image quality with
multi-coated optics can be quite good, except perhaps in lower light
settings.
- Fully multi-coated optics: all air-to-glass surfaces are
coated with multiple anti-reflective coating films. Fully multi-coated
optics offer the highest image quality.
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Important optical terms
Resolution: The ability of a binocular/spotting scope to
separate and distinguish thin lines with clarity. Resolution is
essentially the same as image sharpness.
Resolution test: A chart on paper containing a series of sets
of lines at progressively smaller spacing and used to ascertain the
limiting number of lines per millimeter that a binocular or spotting
scope is capable of resolving clearly.
Contrast: The ability to distinguish differences in brightness
between light and dark areas of an image. Because we see much of the
color spectrum, contrast also refers to the ability to distinguish
differences in dimensions of hue, saturation, and brightness or
lightness. Optics with superior contrast transmit colors that appear
very dense and saturated.
Transmission: The percentage of light that passes through the
binocular or spotting scope and reaches the user's eyes. With
expensive optics (those that have more and better optical coatings,
better optical designs, and better glass) the light transmission will
be higher than it will be in more modestly priced optics. There is
currently no universal industry standard for measuring and comparing
light transmission.
Chromatic aberrations: Because different colors move at
slightly different wavelengths, they will come to focus at slightly
different lengths when they pass through optical glass. The resulting
false colorations (seen most often as purplish and greenish ghost
images) diminishes resolution and color fidelity. Chromatic
aberrations will be negligible with binoculars and scopes that use
better optical coatings and/or higher quality glass.
Astigmatism: The lenses used in a binocular or spotting scope
usually have a curved shape, and thus all light rays passing through
will not converge on the same focal plane. If this physical reality
isn't remedied in the overall optical design, a binocular or spotting
scope will provide images where either the center image or the edge
image is in focus, but not both (without refocusing).
Astigmatism cannot be eliminated completely, but it can be kept to a
minimum. Users will want to avoid binoculars or spotting scopes that
exhibit too much astigmatism, as it cuts into the image quality.
Distortion: The disability of a binocular or spotting scope to
deliver an image that is a true-to-scale reproduction of an object.
There are principally two types of distortion to be concerned with;
barrel distortion (where images bow outward and look bulged), and
pincushion distortion (where images bend inward). In both cases, the
distortion is due to a poor or compromised optical design and any
binocular or scope that exhibits distortion should be passed up.
Alignment and collimation: In a binocular or spotting scope,
the optical components must, for the best performance, be situated as
they were initially designed. Poor or rough handling of the equipment
can cause any or all of the components to become misaligned, resulting
in diminished performance.
In a binocular, the optical components (primarily the prisms) in both
barrels must be pointing in the exact same direction, known as
collimation. Viewing through binoculars that aren't perfectly
collimated (whether they became miscollimated through poor
construction or mishandling) can cause great eye strain and fatigue.
Porro prism binoculars are much more susceptible to collimation issues
than roof prisms.
You can test a binocular for collimation by looking through them at a
horizontal line (a door frame at about 15 - 20 feet works very well)
and then slowly and carefully pulling the binoculars away from your
face so that you can start to see where the two exit pupils intersect.
The horizontal lines in each exit pupil should match up correctly. If
they do not, they are out of collimation and need repair.
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How to use binoculars properly
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Adjusting for your interpupillary distance
In order to see one singular image, you must adjust the two barrels of
the binocular to your interpupillary distance (the distance from left
pupil to right). To do this, turn the barrels of the binocular on
their central hinge until you see one singular field of view with no
disturbing shadows.
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Using the eyecups
The eyecups on a binocular or spotting scope aid in maintaining proper
eye relief for the user (which allows for the most comfortable and
widest view). There are essentially two types of eyecup design: a
flexible rubber design (A) and a retractable design (B)
which is usually lightly rubber armored.
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If you wear eyeglasses / sunglasses, rest the eyecups of the
binocular/scope right up against your glasses. Since your glasses sit
away from your eye, they generally provide the proper distance for
seeing the full field of view comfortably. The rubber eyecup must be
folded down to be able to rest on your glasses. The retractable eyecup
will stay flush with the eyepiece to accommodate glasses. If the
rubber eyecups aren't folded down or the retractable eyecups are
twisted out, it will appear as if you are looking through a tunnel.
If you don't wear eyeglasses / sunglasses, you will rely on the
eyecups to provide the proper distance for seeing the full field of
view. The rubber eyecup stays “as is” and fits right around your
eyes, while the retractable eyecup must be twisted- or pulled-out
fully in order to see the full field of view. If the rubber eyecup is
folded down or if the retractable eyecups aren't retracted out, you
will note disturbing black “crescents” in your field of view.
Many retractable eyecups offer multiple positions or “stops”. With
these eyecups, experiment to see which position is most comfortable
for you.
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Using the diopter / Focusing your binoculars
Most binoculars feature a center focus wheel and also an adjustment
ring (either on the right eyepiece or integrated into the center focus
wheel) known as the diopter. The diopter adjusts for differences
between your individual eyes (many people have one eye that is
“stronger” than the other). The procedure for attaining proper
focal balance using the center focus wheel and the diopter is:
1. With your right eye closed (or with your hand over the right
objective lens), focus your left eye on an object approximately 20
yards away with the center focus wheel until it is in sharp focus.
2. Now adjust for your right eye. To do this, close your left
eye (or, again, place your hand over the left objective lens) and
focus your right eye on that same object 20 yards away. Focus using
the diopter until the object is sharply focused. Note: Some diopters
have a locking feature that you’ll need to unlock before moving the
diopter ring.
3. The binoculars are now set for your eyes. Make a note of
your diopter setting if you are sharing your binoculars with someone
else.
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What to disregard and why
There are a number of specifications and product “features” that
are often confusing or misleading which should just be ignored or
avoided.
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Specifications to ignore
Twilight factor:
This specification gives a measure of viewing efficiency in low
lighting. The bigger the number, the more efficient (sharper) the
binocular is in low light. Twilight factor is calculated by taking the
square root of the power times the objective lens diameter, so the
value is usually between 12 and 25. Twilight factor is a dubious
specification because it says nothing about actual optical coatings or
glass quality, nor does it take into account the light transmission of
the binocular.
Relative brightness:
This specification is a measure of overall image brightness, and is
calculated by squaring the exit pupil of the binocular. Relative
brightness is misleading in that there are different binoculars that
can have the same values. A 7x35 binocular and a 10x50 binocular will
both have a relative brightness value of 25, but the 10x50s gather
much more light than the 7x35, and will often present a brighter
image. It also doesn't take into account different light
transmissions.
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“Features” to avoid
Focus-free binoculars:
Binoculars that offer an “instantfocus”, “permanent-focus” or
“focus-free” feature are advertised in many department stores. The
main reason to avoid this type of binocular is that optical quality is
very poor as a result of its focus-free design. Focus-free binoculars
are also often difficult to use if you wear eyeglasses.
Ruby coated lenses:
Often advertised in sporting goods stores and department stores, these
are seen as bright reddish-orange coatings on the objective lenses of
several binocular models. Ruby-coated lenses reflect most red out of
the optical system. This skews all colors to the cool end of the
spectrum and takes away from the overall brightness of the binocular.
So why use these binoculars? Shortening the color spectrum increases
contrast and resolution somewhat. However, better glass and better
coatings are capable of excellent contrast and resolution without
giving up color and brightness.
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Trade-offs
Unfortunately, there is no such thing as the perfect binocular or
spotting scope. In the design phase there are many inherent trade-offs
that have to be made.
- The main trade off that you have to make involves objective lens
size. The larger the objective lenses, the brighter and sharper the
binocular/scope, thus the more useful it is, especially under
low-light conditions. The larger the objective lens, however, the
heavier and bulkier the binocular/scope will be, and unless you plan
to hire a porter, remember that you have to carry it!
- Higher quality optical glass is by design heavier, so when it is
employed the binocular/scope will weigh more.
- There are a number of trade-offs with binoculars and scopes
regarding higher magnification. With higher magnification binoculars
comes a diminished field of view, a shallower depth of field, and more
chance of image shakiness. With higher magnification spotting scopes
comes diminished optical quality with magnified heat waves and
atmospheric dust & debris.
- There are trade-offs inherent to some of the optical specifications
as well. There is an inverse relationship between eye relief &
field of view and close focus & depth of field. The greater the
eye relief, the narrower the field of view (the wider the field of
view, the shorter the eye relief). Similarly, a binocular with an
extreme close focus distance will generally have a shallow depth of
field.
More expensive scope eyepiece designs can offer good compromises and
give the user very good (but not great) specifications.
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The final word
For many people, this guide may be only the beginning of the journey
into learning about binoculars and spotting scopes. There is a LOT
more information available. Should you have any questions or comments
about something you have read in this guide, please contact us and we
will be happy to assist you.
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| Thank you to Vortex
Optics for much of the material contained in this reference section. |
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